SCHWAB ADVISOR TRANSITION SERVICES - Trademark Details
Status: 702 - Section 8 & 15-Accepted And Acknowledged
Image for trademark with serial number 85007236
Serial Number
85007236
Registration Number
4222303
Word Mark
SCHWAB ADVISOR TRANSITION SERVICES
Status
702 - Section 8 & 15-Accepted And Acknowledged
Status Date
2018-03-15
Filing Date
2010-04-06
Registration Number
4222303
Registration Date
2012-10-09
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2011-04-19
Attorney Name
Andrea L. Anderson
Law Office Assigned Location Code
M30
Employee Name
GARDNER, DAWNA BERYL
Statements
Disclaimer with Predetermined Text
"ADVISOR" AND "TRANSITION SERVICES"
Goods and Services
Business consultation services for investment advisors in the field of succession planning; business consultation services for investment advisors in the fields of business and strategic planning, business formation, business development; providing an online computer database in the fields of business information and contacts featuring advisory firms interested in merging with or acquiring a business; providing an online computer database in the fields of business information and contacts featuring investment advisors interested in working with registered investment advisors [ ; providing an online computer database in the fields of business information and contacts relating to compensation ]
Goods and Services
Providing financial information in the field of financing mergers and acquisitions
Goods and Services
Educational services, namely providing workshops, seminars and conferences all in the fields of succession planning, employment issues, business and strategic planning, business formation, marketing, business development and compliance with government regulations
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2010-04-12
Primary Code
035
First Use Anywhere Date
2010-11-00
First Use In Commerce Date
2010-11-00
Current Trademark Owners
Party Name
Charles Schwab & Co., Inc.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
Charles Schwab & Co., Inc.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
Charles Schwab & Co., Inc.
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
Charles Schwab & Co., Inc.
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Andrea L. Anderson
Address
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Prior Registrations
Relationship TypeReel Number
Prior Registration2491729
Prior Registration3611541
Prior Registration3611542
Trademark Events
Event DateEvent Description
2010-04-09NEW APPLICATION ENTERED IN TRAM
2010-04-12NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2010-06-18ASSIGNED TO EXAMINER
2010-06-18NON-FINAL ACTION WRITTEN
2010-06-18NON-FINAL ACTION E-MAILED
2010-06-18NOTIFICATION OF NON-FINAL ACTION E-MAILED
2010-12-16TEAS RESPONSE TO OFFICE ACTION RECEIVED
2010-12-16CORRESPONDENCE RECEIVED IN LAW OFFICE
2010-12-16TEAS/EMAIL CORRESPONDENCE ENTERED
2011-01-14FINAL REFUSAL WRITTEN
2011-01-14FINAL REFUSAL E-MAILED
2011-01-14NOTIFICATION OF FINAL REFUSAL EMAILED
2011-02-15EXAMINERS AMENDMENT -WRITTEN
2011-02-15EXAMINERS AMENDMENT E-MAILED
2011-02-15NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2011-02-15EXAMINER'S AMENDMENT ENTERED
2011-02-15APPROVED FOR PUB - PRINCIPAL REGISTER
2011-03-10ASSIGNED TO LIE
2011-03-12LAW OFFICE PUBLICATION REVIEW COMPLETED
2011-04-19PUBLISHED FOR OPPOSITION
2011-04-19OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2011-06-14NOA E-MAILED - SOU REQUIRED FROM APPLICANT
2011-12-14TEAS POST PUBLICATION AMENDMENT RECEIVED
2011-12-14TEAS CHANGE OF CORRESPONDENCE RECEIVED
2011-12-14TEAS CHANGE OF CORRESPONDENCE RECEIVED
2011-12-14TEAS STATEMENT OF USE RECEIVED
2012-01-13CASE ASSIGNED TO INTENT TO USE PARALEGAL
2011-12-14USE AMENDMENT FILED
2012-01-13STATEMENT OF USE PROCESSING COMPLETE
2012-02-03SU - NON-FINAL ACTION - WRITTEN
2012-02-03NON-FINAL ACTION E-MAILED
2012-02-03NOTIFICATION OF NON-FINAL ACTION E-MAILED
2012-08-01TEAS RESPONSE TO OFFICE ACTION RECEIVED
2012-08-01CORRESPONDENCE RECEIVED IN LAW OFFICE
2012-08-02TEAS/EMAIL CORRESPONDENCE ENTERED
2012-08-27ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2012-09-06LAW OFFICE REGISTRATION REVIEW COMPLETED
2012-09-07NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
2012-10-09REGISTERED-PRINCIPAL REGISTER
2012-10-25TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2012-10-25ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2017-10-09COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
2018-03-02TEAS SECTION 8 & 15 RECEIVED
2018-03-02TEAS CHANGE OF CORRESPONDENCE RECEIVED
2018-03-14CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2018-03-15REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
2018-03-15NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
2019-01-24TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2019-01-24ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2021-10-09COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED